Alta Advisers’s Bank of America BAC Stock Holding History

Alta Advisers’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Sell	25,956 -400	-2%	-$21.3K	0.34%	35
2026 Q1	$1.28M	Hold	26,356	–	–	0.46%	29
2025 Q4	$1.45M	Sell	26,356 -6,500	-20%	-$344K	0.53%	25
2025 Q3	$1.7M	Hold	32,856	–	–	0.52%	29
2025 Q2	$1.55M	Hold	32,856	–	–	0.55%	28
2025 Q1	$1.37M	Buy	32,856 +10,800	+49%	+$481K	0.58%	28
2024 Q4	$969K	Buy	22,056 +3,856	+21%	+$170K	0.61%	28
2024 Q3	$722K	Hold	18,200	–	–	0.33%	31
2024 Q2	$724K	Hold	18,200	–	–	0.35%	29
2024 Q1	$690K	Hold	18,200	–	–	0.34%	30
2023 Q4	$613K	Hold	18,200	–	–	0.33%	30
2023 Q3	$498K	Hold	18,200	–	–	0.29%	36
2023 Q2	$522K	Hold	18,200	–	–	0.29%	37
2023 Q1	$521K	Hold	18,200	–	–	0.31%	33
2022 Q4	$603K	Hold	18,200	–	–	0.36%	30
2022 Q3	$550K	Buy	+18,200	New	+$608K	0.35%	28

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alta Advisers's BAC Position: Q2 2026 in Review

Alta Advisers reduced its Bank of America (BAC) stake by 1.5% in Q2 2026, selling an estimated $21.3K and leaving 25,956 shares worth $1.48M. The position accounts for 0.34% of the portfolio, ranked #35.

Alta Advisers first reported a position in BAC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.7M in Q3 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Alta Advisers held 25,956 shares of Bank of America worth $1.48M as of Q2 2026.
Alta Advisers sold 400 Bank of America shares in Q2 2026, an estimated $21.3K.
Bank of America made up 0.34% of Alta Advisers's portfolio in Q2 2026, its #35 holding.
Alta Advisers first reported a position in Bank of America in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Bank of America position peaked at $1.7M in Q3 2025.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.